Find an old Southern Farm Bureau Casualty Insurance 401(k)

Who to contact about an account in each of the 2 Southern Farm Bureau Casualty Insurance plans, from the filings. Free, no sign-up, no Social Security number.

Southern Farm Bureau and Adopting Companies 401(k) Plan

Southern Farm Bureau Casualty Insurance Company · Plan 004 · EIN 64-0288243 · Ridgeland, MS

Active · plan year 2024 filing401(k)
Plan administratorSouthern Farm Bureau Casualty Insurance Company
1800 East County Line Rd, Ridgeland, MS 39157
Form 5500 ↗
Recordkeeper (who holds the accounts)Principal Life Insurance CompanySchedule C ↗
Former employees with balances821 separated participants still had money in the planForm 5500 ↗

Sfb Casualty Ins Co Retirement Plan

Southern Farm Bureau Casualty Insurance Company · Plan 001 · EIN 64-0288243 · Ridgeland, MS

Active · plan year 2024 filingPension (defined benefit)
Plan administratorPension Committee Sfb Casualty Ins Co
PO Box 1800, Ridgeland, MS 39158-1800
Form 5500 ↗
Recordkeeper (who holds the accounts)Not listed on Schedule C (small plans often don't file one)
Former employees with balances567 separated participants still had money in the planForm 5500 ↗

Southern Farm Bureau Casualty Insurance 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old Southern Farm Bureau Casualty Insurance 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Southern Farm Bureau Casualty Insurance Company, (601) 957-4495. The accounts are held by the recordkeeper, Principal Life Insurance Company. Have your Social Security number and dates of employment ready.

What is the Southern Farm Bureau Casualty Insurance 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (601) 957-4495.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Southern Farm Bureau Casualty Insurance and does not hold accounts. Not financial advice. Report a correction